Terry Smith - Fundsmith

History Stock Activity Share change % change to portfolio ▼
Q2  2020
≡ VRSK - Verisk Analytics Inc. Add 1.52% 9,117 0.01
≡ BF.B - Brown-Forman Corp. Add 0.21% 20,210 0.01
≡ META - Meta Platforms Inc. Add 0.15% 9,649 0.01
≡ IDXX - IDEXX Laboratories Reduce 0.11% 4,516 0.01
≡ PYPL - PayPal Holdings Inc. Reduce 0.15% 18,280 0.01
≡ MAR - Marriott Int'l. Add 6.39% 11,040 0.00
≡ AOS - A.O. Smith Corp. Add 1.52% 22,326 0.00
≡ MSCI - MSCI Inc. Add 1.52% 3,114 0.00
≡ VRSN - Verisign Inc. Add 1.52% 5,413 0.00
Q1  2020
≡ PYPL - PayPal Holdings Inc. Reduce 18.30% 2,778,705 1.50
≡ NKE - NIKE Inc. Buy 2,319,351 1.08
≡ SBUX - Starbucks Corp. Buy 2,649,785 0.98
≡ JNJ - Johnson & Johnson Reduce 11.27% 683,618 0.50
≡ IDXX - IDEXX Laboratories Reduce 7.55% 346,672 0.47
≡ INTU - Intuit Inc. Reduce 6.02% 285,450 0.37
≡ WAT - Waters Corp. Reduce 6.89% 351,616 0.36
≡ PEP - PepsiCo Inc. Reduce 5.60% 474,329 0.32
≡ V - Visa Inc. Reduce 4.94% 316,879 0.29
≡ MKC - McCormick & Co. Reduce 3.46% 511,012 0.20
≡ MSFT - Microsoft Corp. Reduce 1.79% 217,608 0.19
≡ ADP - Automatic Data Processing Inc. Reduce 2.93% 189,365 0.15
≡ META - Meta Platforms Inc. Reduce 2.34% 154,425 0.14
≡ SYK - Stryker Corp. Reduce 2.49% 151,667 0.14
≡ SABR - Sabre Corp. Add 95.33% 3,880,203 0.13
≡ EL - Estee Lauder Cos. Reduce 1.99% 136,925 0.12
≡ MASI - Masimo Corp. Reduce 17.24% 99,110 0.10
≡ CLX - Clorox Co. Reduce 5.36% 90,134 0.09
≡ VRSN - Verisign Inc. Add 30.20% 82,408 0.08
≡ CGNX - Cognex Corp. Add 29.22% 341,182 0.08
≡ IPGP - IPG Photonics Corp. Add 23.13% 106,343 0.07
≡ BF.B - Brown-Forman Corp. Add 2.22% 214,024 0.07
≡ AOS - A.O. Smith Corp. Add 24.38% 287,167 0.06
≡ EFX - Equifax Inc. Reduce 13.17% 86,166 0.06
≡ PM - Philip Morris Intl. Add 0.73% 123,717 0.05
≡ CHKP - Check Point Software Technologies Add 8.06% 64,603 0.04
≡ XP - XP Inc. Buy 253,367 0.03
≡ VRSK - Verisk Analytics Inc. Reduce 3.76% 23,357 0.02
≡ ANSS - ANSYS Inc. Reduce 4.94% 17,143 0.02
≡ MSCI - MSCI Inc. Add 2.15% 4,306 0.01
≡ BDX - Becton Dickinson Reduce 0.28% 10,635 0.01
≡ PAYC - Paycom Software Inc. Add 2.15% 3,678 0.00
≡ MAR - Marriott Int'l. Add 0.63% 1,089 0.00
Q4  2019
≡ CLX - Clorox Co. Buy 1,682,176 1.22
≡ SYK - Stryker Corp. Add 2.32% 137,887 0.14
≡ BF.B - Brown-Forman Corp. Add 4.19% 387,421 0.12
≡ PEP - PepsiCo Inc. Add 2.18% 180,289 0.12
≡ EL - Estee Lauder Cos. Add 1.61% 108,840 0.11
≡ PYPL - PayPal Holdings Inc. Reduce 1.41% 216,545 0.11
≡ INTU - Intuit Inc. Add 1.77% 82,411 0.10
≡ META - Meta Platforms Inc. Add 1.64% 106,103 0.10
≡ AOS - A.O. Smith Corp. Add 38.83% 329,485 0.08
≡ CHD - Church & Dwight Sell 100.00% 202,952 0.08
≡ JNJ - Johnson & Johnson Add 1.79% 106,578 0.07
≡ MKC - McCormick & Co. Add 1.21% 176,078 0.07
≡ VRSK - Verisk Analytics Inc. Add 16.30% 87,133 0.06
≡ IPGP - IPG Photonics Corp. Add 17.03% 66,904 0.05
≡ SABR - Sabre Corp. Add 12.10% 439,380 0.05
≡ CHKP - Check Point Software Technologies Add 10.17% 74,049 0.04
≡ IDXX - IDEXX Laboratories Add 0.79% 35,883 0.04
≡ MELI - Mercadolibre Inc. Add 47.20% 11,160 0.03
≡ V - Visa Inc. Reduce 0.47% 30,116 0.03
≡ MAR - Marriott Int'l. Reduce 18.71% 39,544 0.03
≡ EFX - Equifax Inc. Add 5.39% 33,467 0.02
≡ WAT - Waters Corp. Reduce 0.32% 16,201 0.02
≡ PM - Philip Morris Intl. Reduce 0.17% 29,347 0.01
≡ ADP - Automatic Data Processing Inc. Reduce 0.25% 16,287 0.01
≡ BDX - Becton Dickinson Add 0.09% 3,492 0.00
≡ MSFT - Microsoft Corp. Add 0.01% 883 0.00
Q3  2019
≡ MMM - 3M Co. Sell 100.00% 3,529,691 3.19
≡ BF.B - Brown-Forman Corp. Buy 9,243,186 2.97
≡ PM - Philip Morris Intl. Add 10.87% 1,660,076 0.64
≡ MKC - McCormick & Co. Add 7.18% 976,444 0.39
≡ JNJ - Johnson & Johnson Add 10.31% 556,690 0.37
≡ ADP - Automatic Data Processing Inc. Add 5.72% 350,732 0.29
≡ CDK-OLD - CDK Global Inc. Sell 100.00% 1,111,332 0.29
≡ V - Visa Inc. Add 5.26% 322,102 0.28
≡ SYK - Stryker Corp. Add 2.48% 143,665 0.16
≡ IDXX - IDEXX Laboratories Add 1.92% 85,978 0.12
≡ EL - Estee Lauder Cos. Add 1.59% 105,962 0.11
≡ CHD - Church & Dwight Buy 202,952 0.08
≡ CHKP - Check Point Software Technologies Add 16.73% 104,307 0.06
≡ IPGP - IPG Photonics Corp. Add 15.96% 54,081 0.04
≡ ANSS - ANSYS Inc. Add 7.21% 23,351 0.03
≡ MAR - Marriott Int'l. Add 19.59% 34,620 0.02
≡ MSCI - MSCI Inc. Add 2.72% 5,300 0.01
≡ VRSK - Verisk Analytics Inc. Add 1.62% 8,520 0.01
≡ INTU - Intuit Inc. Add 0.19% 8,788 0.01
≡ PEP - PepsiCo Inc. Add 0.17% 13,764 0.01
≡ WAT - Waters Corp. Add 0.17% 8,861 0.01
≡ BDX - Becton Dickinson Add 0.15% 5,764 0.01
≡ MSFT - Microsoft Corp. Add 0.15% 18,512 0.01
≡ META - Meta Platforms Inc. Add 0.11% 7,126 0.01
≡ PYPL - PayPal Holdings Inc. Add 0.07% 11,316 0.01
Q2  2019
≡ MKC - McCormick & Co. Add 30.72% 3,197,732 1.29
≡ PM - Philip Morris Intl. Add 14.67% 1,953,131 0.80
≡ JNJ - Johnson & Johnson Add 17.40% 800,396 0.58
≡ V - Visa Inc. Add 5.77% 334,127 0.30
≡ SYK - Stryker Corp. Add 3.93% 219,599 0.24
≡ INTU - Intuit Inc. Add 3.81% 170,529 0.23
≡ ADP - Automatic Data Processing Inc. Add 2.26% 135,582 0.12